Navigation Path: Planning>Transaction>Forecast Data
- Follow the above steps to open the ‘Forecast Data ’ screen.
- Choose the already created Forecast from the drop-down menu in the ‘Forecast’ field.
- After loading the Item and SKU from the Forecast, click the ‘GET’ button, to display the already planned item in the bottom row.
| Item Code | Code of the Item created by the user |
| Item Name | Name of the Item created by the user |
| SKU | SKU expanded as “stock keeping unit” is a number that is assigned to products to keep track internally. |
- If the item is not displayed in the bottom row, Click the ‘Add Detail’ button and select the time as Daywise/Weekwise/Monthwise according to the requirement.
| Time | Choose ‘Time’ from the drop-down list. Day: When selected, the total quality will be split into Daywise production. Week: When selected, the total quality will be split into Weekly production. Month: When selected, the total quality will be split into Monthly production. |
| From | Select the starting date from which the forecast is applicable. |
| To | Select the ending date to which the forecast is applicable. |
| Qty | Total forecast quantity of the Production plan. |
| Consume Quantity | Total quantity delivered to the party. (Consume qty = Forecast qty - Balance qty) |
| Balance Quantity | Remaining Quantity available. |
| Percentage | % indicates the percentage of the planning quantity |
| Remarks | Add any descriptive comments if needed |
| Party | This field represents whichever customer the forecast is allocated for. |
| Allocation | Indicates the work order to be allocated to the forecast |
- Click the ‘Save Details’ button in the bottom row to save the Forecast Data
- Click the Save button on the main screen or ‘Update’ if modifications are made to the previously created Forecast Data.
- If the Forecast has multiple items we can use the forecast import template to import them.
Contents
Revisions
- December 12, 2022 @ 05:43:57 [Current Revision] by admin
- December 8, 2022 @ 09:22:16 by arul
- December 8, 2022 @ 09:21:38 by arul
Revision Differences
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| Deleted: <p><strong><u>Navigation Path: Planning>Transaction>Forecast Data</u></strong></p> | Added: <p class="has-text- align-center" ><strong><u>Navigation Path: Planning>Transaction>Forecast Data</u></strong></p> | ||
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| Unchanged: <ol type="1" start="1"><!-- wp:list-item --> | Unchanged: <ol type="1" start="1"><!-- wp:list-item --> | ||
| Unchanged: <li>Follow the above steps to open the ‘Forecast Data ’ screen.</li> | Unchanged: <li>Follow the above steps to open the ‘Forecast Data ’ screen.</li> | ||
| Unchanged: <!-- /wp:list-item --></ol> | Unchanged: <!-- /wp:list-item --></ol> | ||
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| Unchanged: <figure class="wp-block-image size-full"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/12/image- 58.png"><img src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/12/image-58.png" alt="" class="wp-image- 16028"/></a></figure> | Unchanged: <figure class="wp-block-image size-full"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/12/image- 58.png"><img src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/12/image-58.png" alt="" class="wp-image- 16028"/></a></figure> | ||
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| Unchanged: <ol type="1" start="2"><!-- wp:list-item --> | Unchanged: <ol type="1" start="2"><!-- wp:list-item --> | ||
| Unchanged: <li>Choose the already created Forecast from the drop-down menu in the ‘Forecast’ field.</li> | Unchanged: <li>Choose the already created Forecast from the drop-down menu in the ‘Forecast’ field.</li> | ||
| Unchanged: <!-- /wp:list-item --></ol> | Unchanged: <!-- /wp:list-item --></ol> | ||
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| Unchanged: <figure class="wp-block-image size-full"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/12/image- 59.png"><img src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/12/image-59.png" alt="" class="wp-image- 16029"/></a></figure> | Unchanged: <figure class="wp-block-image size-full"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/12/image- 59.png"><img src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/12/image-59.png" alt="" class="wp-image- 16029"/></a></figure> | ||
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| Unchanged: <ol type="1" start="3"><!-- wp:list-item --> | Unchanged: <ol type="1" start="3"><!-- wp:list-item --> | ||
| Unchanged: <li>After loading the Item and SKU from the Forecast, click the ‘GET’ button, to display the already planned item in the bottom row.</li> | Unchanged: <li>After loading the Item and SKU from the Forecast, click the ‘GET’ button, to display the already planned item in the bottom row.</li> | ||
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| Unchanged: <!-- wp:table --> | Unchanged: <!-- wp:table --> | ||
| Unchanged: <figure class="wp-block- table"><table><tbody><tr> <td><strong>Item Code</strong> </td><td>Code of the Item created by the user</td></tr> <tr><td><strong>Item Name</strong> </td><td>Name of the Item created by the user</td></tr> <tr><td><strong> SKU</strong> </td><td>SKU expanded as “stock keeping unit” is a number that is assigned to products to keep track internally.</ td></tr></tbody> </table></figure> | Unchanged: <figure class="wp-block- table"><table><tbody><tr> <td><strong>Item Code</strong> </td><td>Code of the Item created by the user</td></tr> <tr><td><strong>Item Name</strong> </td><td>Name of the Item created by the user</td></tr> <tr><td><strong> SKU</strong> </td><td>SKU expanded as “stock keeping unit” is a number that is assigned to products to keep track internally.</ td></tr></tbody> </table></figure> | ||
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| Unchanged: <ol type="1" start="4"><!-- wp:list-item --> | Unchanged: <ol type="1" start="4"><!-- wp:list-item --> | ||
| Unchanged: <li>If the item is not displayed in the bottom row, Click the ‘Add Detail’ button and select the time as Daywise/Weekwise/Monthwise according to the requirement.</li> | Unchanged: <li>If the item is not displayed in the bottom row, Click the ‘Add Detail’ button and select the time as Daywise/Weekwise/Monthwise according to the requirement.</li> | ||
| Unchanged: <!-- /wp:list-item --></ol> | Unchanged: <!-- /wp:list-item --></ol> | ||
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| Unchanged: <figure class="wp-block- table"><table><tbody><tr> <td><strong>Time</strong> </td><td>Choose ‘Time’ from the drop-down list. Day: When selected, the total quality will be split into Daywise production. Week: When selected, the total quality will be split into Weekly production. Month: When selected, the total quality will be split into Monthly production.</ td></tr><tr>< td><strong>From< /strong></td><td>Select the starting date from which the forecast is applicable.</ td></tr><tr>< td><strong>To< /strong></td><td>Select the ending date to which the forecast is applicable.</ td></tr><tr>< td><strong>Qty< /strong></td><td>Total forecast quantity of the Production plan.</td></tr> <tr><td><strong>Consume Quantity</strong> </td><td>Total quantity delivered to the party. (Consume qty = Forecast qty - Balance qty)</td></tr> <tr><td><strong>Balance Quantity</strong> </td><td>Remaining Quantity available.</td> </tr><tr><td> <strong>Percentage< /strong></td><td>% indicates the percentage of the planning quantity</td> </tr><tr><td> <strong>Remarks< /strong></td><td>Add any descriptive comments if needed</td></ tr><tr><td><strong>Party< /strong></td><td>This field represents whichever customer the forecast is allocated for.</td></tr> <tr><td><strong>Allocation< /strong></td> <td>Indicates the work order to be allocated to the forecast</td> </tr></tbody> </table></figure> | Unchanged: <figure class="wp-block- table"><table><tbody><tr> <td><strong>Time</strong> </td><td>Choose ‘Time’ from the drop-down list. Day: When selected, the total quality will be split into Daywise production. Week: When selected, the total quality will be split into Weekly production. Month: When selected, the total quality will be split into Monthly production.</ td></tr><tr>< td><strong>From< /strong></td><td>Select the starting date from which the forecast is applicable.</ td></tr><tr>< td><strong>To< /strong></td><td>Select the ending date to which the forecast is applicable.</ td></tr><tr>< td><strong>Qty< /strong></td><td>Total forecast quantity of the Production plan.</td></tr> <tr><td><strong>Consume Quantity</strong> </td><td>Total quantity delivered to the party. (Consume qty = Forecast qty - Balance qty)</td></tr> <tr><td><strong>Balance Quantity</strong> </td><td>Remaining Quantity available.</td> </tr><tr><td> <strong>Percentage< /strong></td><td>% indicates the percentage of the planning quantity</td> </tr><tr><td> <strong>Remarks< /strong></td><td>Add any descriptive comments if needed</td></ tr><tr><td><strong>Party< /strong></td><td>This field represents whichever customer the forecast is allocated for.</td></tr> <tr><td><strong>Allocation< /strong></td> <td>Indicates the work order to be allocated to the forecast</td> </tr></tbody> </table></figure> | ||
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| Unchanged: <li>Click the ‘Save Details’ button in the bottom row to save the Forecast Data</li> | Unchanged: <li>Click the ‘Save Details’ button in the bottom row to save the Forecast Data</li> | ||
| Unchanged: <!-- /wp:list-item --></ol> | Unchanged: <!-- /wp:list-item --></ol> | ||
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| Unchanged: <li>Click the Save button on the main screen or ‘Update’ if modifications are made to the previously created Forecast Data.</li> | Unchanged: <li>Click the Save button on the main screen or ‘Update’ if modifications are made to the previously created Forecast Data.</li> | ||
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| Unchanged: <figure class="wp-block-image size-full"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/12/image- 63.png"><img src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/12/image-63.png" alt="" class="wp-image- 16033"/></a></figure> | Unchanged: <figure class="wp-block-image size-full"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/12/image- 63.png"><img src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/12/image-63.png" alt="" class="wp-image- 16033"/></a></figure> | ||
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| Unchanged: <ol type="1" start="7"><!-- wp:list-item --> | Unchanged: <ol type="1" start="7"><!-- wp:list-item --> | ||
| Unchanged: <li>If the Forecast has multiple items we can use the forecast import template to import them.</li> | Unchanged: <li>If the Forecast has multiple items we can use the forecast import template to import them.</li> | ||
| Unchanged: <!-- /wp:list-item --></ol> | Unchanged: <!-- /wp:list-item --></ol> | ||
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